Michael Baxter

Background

About Michael Baxter

As a Wealth Advisor approaching twenty years of experience in the industry I strive to build long lasting relationships built on a level of trust and a commitment to service that truly puts my clients' needs first. With a focus on financial planning as a dynamic process that is continually evolving, I work with affluent families and households to build custom tailored strategies to achieve your financial goals and dreams. Surrounded by my team of experts I ensure that all your bases are covered, including investment portfolio risk analysis, tax efficiency, estate planning, and your vision of a future generational wealth transfer. I work with families at all stages in life, from wealth accumulation, through the transition into retirement and the ever-changing retirement lifestyle, to the inter-generational needs of your families.